Daniel Wildermuth is the founder and Chief Investment Officer (CIO) of the institutional advisory firm, Wildermuth Advisory, LLC and the Chairman of the Board for The Wildermuth Endowment Strategy Fund (WESFX). Many of the equity and fixed income strategies utilized in the fund are the same strategies that Daniel has developed and implemented for individual investors at the Registered Investment Advisor, Wildermuth Asset Management, where he continues to serve as CIO.
Daniel is also the founder and CEO of Kalos Capital, Inc, a registered Broker/Dealer, and Kalos Management Inc., a registered investment advisor. The two Kalos companies have approximately 150 financial advisors and 60 independent offices spread across the continental United States.
Daniel’s unique approach has garnered media coverage from Forbes Magazine, Senior Market Advisor, CNBC, Bravo TV, bankrate.com, Dow Jones Newswire, InvestmentNews, and other financial market news outlets. McGraw-Hill has published two of his book outlining his investment practices (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explain applying unique investment strategies to individual accounts.
He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of the stock market, alternative investments, and the general economy.
For approximately two years, Daniel hosted the popular weekly radio show, Money Talks with Daniel Wildermuth.
He earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.
Daniel has been a member of Perimeter Church since 2006 along with his wife, Carol Wildermuth, and their two children, Alexis and Jared.